TD Ameritrade Solo 401k Review - Top Reasons to Upgrade to a Self-Directed Solo 401k

[@favored4life]

Perfect timing! I just spoke with Vanguard and TD Ameritrade today about opening this account. Vanguard won't allow for loans so they're out already. So let me ask you, if we go through mysolo and open the the brokerage account through TD, don't we need to follow their regulations? Or is Mysolo acting as the brokerage?

[@mysolo401kfinancial3]

If you open the account with My Solo 401k Financial, we will prepare the paperwork to open a free brokerage account at TD Ameritrade. In that case, our IRS-approved plan documents will govern the account which means that you can invest in offerings available through the TD Ameritrade brokerage accounts (ETFs, equities, etc) as well as real estate, crypto and other alternative investments. Please submit our online application to get started: www.mysolo401k.net/solo-401k/open-a-solo-401k-account/

[@Miamibeachlifestyle]

Sounds good!. Was thinking of opening a new retirement account. are you guys offering any special offers or COVID Relief discounts on the set up fee?

[@mysolo401kfinancial3]

Thank you for your comment. Our fees are already very competitive and offer the best value in that 100% flat fee structure includes -Our IRS-approved plan which allows you to invest in ALL allowable investments with checkbook control -We provide compliance support for no additional charge including (i) mandatory plan updates and amendments, (ii) any required tax reporting/filing (e.g. 5500-ez, 1099-r), (iii) loan document preparation, (iv) account setup and transfer of existing accounts, (v) educational consulting on the rules (real estate, crypto and other alternative investments, contributions including Mega Backdoor Roth, etc.), etc.